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The Wall Street Journal
U.S. public pension funds are taking on more real estate, and at times some of the riskiest types of property investments, as they try to close their funding gaps.
American public plans with more than 20,000 members had an average 7 percent of their assets in real-estate investments at the end of 2017, according to a Wall Street Journal analysis of Boston College’s Public Plans Data, which contains the most recent numbers available.
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CFA Society Chicago
Tuesday, December 11, 2018
8:30 am - 5:00 pm
The Standard Club, 320 S. Plymouth Court, Chicago, IL 60604
Build a fully integrated financial statement projection model with income statement projections, a self-balancing balance sheet, an automated cash flow statement, and the balancing cash flow sweep/debt schedule. While knowledge of advanced accounting concepts is not required for this course, you should possess knowledge of basic accounting ratios and a basic understanding of how the major financial statements are inter-related. Emphasis is placed on the integration of the major financial statements and becoming experts in Excel. I
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CFA Society Chicago
Tuesday, December 18, 2018
4:00 pm - 5:30 pm
CFA Society Chicago, 33 N. LaSalle Street, Suite 910, Chicago, IL 60602 United States
Meet local authors, explore and debate timely industry events and get to know like-minded financial literature enthusiasts. The CFA Society Chicago Book Club embraces discussion of a wide range of themes in the informal environment provided by the book club. From tried and true classics to cutting-edge industry ideas, well-known leaders and niche topics in between, we have something for everyone.
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Crain's Chicago Business
Chicago private-equity firms have shown an increasing appetite for investing in restaurant companies, joining a national trend that may require swallowing hard for a few years.
Wynnchurch Capital, a firm better known for investing in old-line companies, is the latest Chicago player to join the trend, angling to buy the Papa Gino's Pizzeria and D'Angelo Grilled Sandwiches chains in New England out of bankruptcy.
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CFA Institute Enterprising Investor
What do swimming scallops have to do with investing in Asia?
A lot, according to S. Joyce Li, CFA, a portfolio manager at Matthews Asia.
It begins with a cautionary tale.
“Do you know scallops are good swimmers?” she asked the audience at the recent CFA Institute Equity Research and Valuation Conference 2018.
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The Wall Street Journal
U.S. institutional investors are increasingly screening out securities tied to tobacco and weapons production, cordoning off $4 trillion of investment assets from the two industries, according to a new study.
The institutions, primarily pension funds and insurers, placed so-called ESG screens against $2.56 trillion of tobacco-related securities, more than doubling the $1.16 trillion that was similarly restricted in 2016, according to findings by US SIF, an organization that promotes sustainable and responsible investing.
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The Associated Press via Chicago Sun Times
Target’s ramped up investments online and in stores are bringing in shoppers, but they’re bruising the bottom line right now.
Company shares tumbled 10 percent before the opening bell Tuesday after Target missed profit expectations for the third quarter, the last look at the retailer’s performance as it heads into the holiday shopping season.
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Crain's Chicago Business
A Chicago investment duo that uses crowdfunding tactics to finance real estate purchases is hopping on a buyer bandwagon itself.
Joining the party of real estate investors pursuing projects in low-income areas under the new federal Opportunity Zones program, Chicago-based Origin Investments announced it has launched a Qualified Opportunity Zone fund and received $105 million in commitments from 425 investors in an offering.
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Pensions & Investments
Pension risk transfer activity shows no signs of abating as corporations make final derisking moves of the calendar year, with some doing second or third transactions in the favorable economic environment.
A flurry of disclosures appeared at the beginning of November in third-quarter earnings filings with the Securities and Exchange Commission, revealing some companies are shedding the majority of the pension liabilities of their retirees through group annuity purchases from insurance companies.
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